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We're in bear country. What now?
Chris Kittrell
I’m dropping you a quick note to talk about what’s going on with the markets. Well, it happened. Stocks slid...
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Focus, Claw Marks and Airport Snacks
Hannah Whatley, CFP®, AIF®
Almost a foot of snow fell in Knoxville on Monday, January 15th. Also, on Monday,...
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Retiring Well
Hannah Whatley, CFP®, AIF®
I am a part of a book club. It’s a wonderful group of people, and...
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Life Happens Slowly...Then All At Once
Hannah Whatley, CFP®, AIF®
On 10/7/23, headline after headline reported increasing mortgage rates, record high housing prices, and low...
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Clipboard & Checklists
Hannah Whatley, CFP®, AIF®
My grandmother used to take me and my cousins on “cousin field trips”. We went...
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Markets Always Move First
Hannah Whatley, CFP®, AIF®
Are we in a recession? I have heard adamant answers ranging from “No!” to “Yes!”...
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Elegant Simplicity
Hannah Whatley, CFP®, AIF®
What makes you nostalgic? Maybe it’s the distant sound of an old song, the smell...
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Have A Plan & Pack A Coat
Hannah Whatley, CFP®, AIF®
“You must wait at least 30 minutes to acclimate before going further.” So after an...
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Charitable giving
Hannah Whatley, CFP®, AIF®
I have a vivid memory of my grandparents handing me a few quarters for tithing...
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Charitable Giving
Hannah Whatley
Charitable giving is often an important component of financial planning. Our clients have made significant...
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Milk and money lenses
Hannah Whatley, CFP®, AIF®
As a child, I was always eager to ensure that milk and cookies were left...
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Overconfidence Bias in Italy
Hannah Whatley
Cars sped by, lanes dissolved into chaos, and my thirteen-year-old self sat in the back...
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Why Play Overtime?
Hannah Whatley
“GO HANNAH THE HAMMER!” My parents’ cheers faded into the background along with my coach’s...
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